Certified Advisory Corp Purchases in Q3 2024

Certified Advisory Corp

  • $882 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOC
Northrop Grumman Corp

Industrials
212
+ 22.77%
$423.73 - $533.14 $89.8K - $113K
1.14K $603K
XLV
Select Sector Spdr Fund Health

ETFs
68
+ 0.31%
$143.3 - $157.24 $9.74K - $10.7K
22.3K $3.44M
DIS
Walt Disney CO

Communication Services
2.33K
+ 19.0%
$85.6 - $98.61 $199K - $230K
14.6K $1.4M
PEP
Pepsico Inc

Consumer Defensive
1.01K
+ 47.61%
$161.9 - $179.3 $163K - $181K
3.13K $531K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.25K
+ 4.46%
$41.9 - $48.26 $52.2K - $60.1K
29.2K $1.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.97K
+ 23.94%
$71.45 - $75.64 $141K - $149K
10.2K $765K
MO
Altria Group, Inc.

Consumer Defensive
666
+ 2.78%
$45.95 - $54.71 $30.6K - $36.4K
24.6K $1.26M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
500
+ 8.06%
$125.95 - $142.04 $63K - $71K
6.7K $952K
AEP
American Electric Power CO Inc

Utilities
120
+ 1.19%
$87.11 - $104.95 $10.5K - $12.6K
10.2K $1.05M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
3.47K
+ 17.65%
$37.45 - $44.25 $130K - $153K
23.1K $988K
MCD
Mcdonalds Corp

Consumer Cyclical
258
+ 20.89%
$245.82 - $304.51 $63.4K - $78.6K
1.49K $454K
ITB
Ishares Tr

ETFs
308
+ 8.55%
$97.52 - $128.64 $30K - $39.6K
3.91K $496K
FXO
First Tr Exchange Traded Fd Fi

ETFs
13
+ 0.05%
$45.78 - $51.72 $595 - $672
24.2K $1.24M
AVLV
American Centy ETF Tr Avantis
1.48K
+ 29.68%
$60.05 - $65.83 $88.8K - $97.3K
6.46K $425K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.16K
+ 33.47%
$19.2 - $19.82 $99.1K - $102K
20.6K $406K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.82K
+ 4.41%
$50.25 - $50.74 $91.4K - $92.3K
43.1K $2.19M
XLK
Technology Sector Spdr

ETFs
454
+ 6.93%
$197.34 - $237.68 $89.6K - $108K
7K $1.58M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.19K
+ 9.68%
$36.02 - $41.68 $42.9K - $49.6K
13.5K $557K
META
Meta Platforms, Inc.

Communication Services
53
+ 6.47%
$453.41 - $572.44 $24K - $30.3K
872 $499K
AVGO
Broadcom Inc.

Technology
3.1K
+ 985.99%
$136.27 - $1745.86 $422K - $5.41M
3.41K $588K
VOT
Vanguard Mid Cap Growth Index

ETFs
175
+ 6.03%
$218.05 - $243.47 $38.2K - $42.6K
3.08K $749K
XOM
Exxon Mobil Corp

Energy
515
+ 4.94%
$109.72 - $119.0 $56.5K - $61.3K
10.9K $1.28M
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.13%
$99.55 - $123.34 $498 - $617
3.94K $477K
PM
Philip Morris International Inc.

Consumer Defensive
126
+ 4.51%
$101.25 - $127.45 $12.8K - $16.1K
2.92K $354K
BX
Blackstone Inc.

Financial Services
18
+ 0.82%
$120.77 - $159.66 $2.17K - $2.87K
2.23K $340K
RY
Royal Bank Of Canada

Financial Services
8
+ 0.23%
$105.65 - $124.73 $845 - $998
3.49K $435K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
1.1K
+ 2.8%
$29.41 - $32.91 $32.4K - $36.2K
40.4K $1.32M
JPRE
J P Morgan Exchange Traded Fd

ETFs
49
+ 0.55%
$43.9 - $51.94 $2.15K - $2.55K
8.91K $453K
VBR
Vanguard Small Cap Value ETF

ETFs
128
+ 7.09%
$179.99 - $201.6 $23K - $25.8K
1.93K $388K
PDI
Pimco Dynamic Income Fund

Financial Services
743
+ 2.5%
$18.7 - $20.25 $13.9K - $15K
30.4K $615K
RPM
Rpm International Inc

Basic Materials
23
+ 0.57%
$103.91 - $125.03 $2.39K - $2.88K
4.07K $491K
FITB
Fifth Third Bancorp

Financial Services
209
+ 2.94%
$36.01 - $43.64 $7.53K - $9.12K
7.32K $313K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
850
+ 9.25%
$49.93 - $51.15 $42.4K - $43.5K
10K $513K
NEE
Nextera Energy Inc

Utilities
33
+ 0.94%
$69.9 - $84.97 $2.31K - $2.8K
3.53K $298K
IWN
Ishares Russell2000 Val ETF

ETFs
120
+ 6.13%
$150.05 - $171.34 $18K - $20.6K
2.08K $346K
UNP
Union Pacific Corp

Industrials
51
+ 2.99%
$221.78 - $256.09 $11.3K - $13.1K
1.76K $432K
NFLX
Netflix Inc

Communication Services
8
+ 0.69%
$598.55 - $722.26 $4.79K - $5.78K
1.16K $825K
MSFT
Microsoft Corp

Technology
641
+ 4.61%
$395.15 - $467.56 $253K - $300K
14.5K $6.26M
CAT
Caterpillar Inc

Industrials
5
+ 0.73%
$316.8 - $391.12 $1.58K - $1.96K
694 $271K
IEMG
Ishares Inc

ETFs
781
+ 20.26%
$53.64 - $53.64 $41.9K - $41.9K
4.64K $248K
PRF
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.04%
$37.33 - $40.63 $261 - $284
15.7K $636K
BAC
Bank Of America Corp

Financial Services
1.06K
+ 11.17%
$36.65 - $44.13 $38.7K - $46.6K
10.5K $416K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.01K
+ 7.56%
$30.53 - $33.02 $30.9K - $33.4K
14.4K $470K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.55K
+ 13.48%
$17.35 - $18.22 $26.9K - $28.3K
13.1K $236K
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 3.14%
$531.86 - $624.21 $6.91K - $8.11K
427 $264K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.31K
+ 8.21%
$22.94 - $23.16 $30.1K - $30.4K
17.3K $400K
MUB
Ishares National Muni Bond ETF

ETFs
147
+ 1.79%
$106.13 - $108.7 $15.6K - $16K
8.34K $905K
VFH
Vanguard Financial ETF

ETFs
2
+ 0.07%
$99.27 - $111.21 $199 - $222
3.02K $332K
MGV
Vanguard Mega Cap Value

ETFs
40
+ 1.62%
$118.0 - $128.28 $4.72K - $5.13K
2.5K $321K
Activity Summary
Buys All Purchases 182 New Holdings 20 Increased Positions 162 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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